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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,840 | $82,678+142.9% | $125,391+60.2% | $68,490+193.2% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -16.06% | -5.97%-10.1pp | 572.41%-588.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $7,972 | $3,382+135.7% | $4,816+65.5% | $2,597+207.0% |
| Participant deferral / active EE | $8,884 | $6,111+45.4% | $7,448+19.3% | $4,028+120.6% |
| Admin fee / account holder | $1,099 | $6,277-82.5% | $10,009-89.0% | $5,403-79.7% |